EWM
Evercore Wealth Management’s Gentex GNTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,253
| Closed | -$26K | – | 517 |
|
|
2017
Q4 | $26K | Hold |
1,253
| – | – | ﹤0.01% | 678 |
|
|
2017
Q3 | $25K | Hold |
1,253
| – | – | ﹤0.01% | 670 |
|
|
2017
Q2 | $23K | Buy |
1,253
+545
| +77% | +$10K | ﹤0.01% | 693 |
|
|
2017
Q1 | $15K | Buy |
+708
| New | +$15K | ﹤0.01% | 787 |
|
|
2016
Q4 | – | Sell |
-984
| Closed | -$17K | – | 1050 |
|
|
2016
Q3 | $17K | Buy |
+984
| New | +$17K | ﹤0.01% | 795 |
|
|
2016
Q1 | – | Sell |
-3,318
| Closed | -$53K | – | 966 |
|
|
2015
Q4 | $53K | Sell |
3,318
-162
| -5% | -$2.59K | ﹤0.01% | 583 |
|
|
2015
Q3 | $54K | Sell |
3,480
-642
| -16% | -$9.96K | ﹤0.01% | 575 |
|
|
2015
Q2 | $68K | Buy |
4,122
+2,558
| +164% | +$42.2K | ﹤0.01% | 585 |
|
|
2015
Q1 | $29K | Sell |
1,564
-1,272
| -45% | -$23.6K | ﹤0.01% | 721 |
|
|
2014
Q4 | $103K | Buy |
2,836
+81
| +3% | +$2.94K | 0.01% | 460 |
|
|
2014
Q3 | $74K | Buy |
2,755
+1,751
| +174% | +$47K | ﹤0.01% | 555 |
|
|
2014
Q2 | $29K | Sell |
1,004
-230
| -19% | -$6.64K | ﹤0.01% | 682 |
|
|
2014
Q1 | $40K | Buy |
1,234
+680
| +123% | +$22K | ﹤0.01% | 627 |
|
|
2013
Q4 | $18K | Buy |
+554
| New | +$18K | ﹤0.01% | 693 |
|